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Client objections & WhatsApp · UK trades

WhatsApp copy-paste templates for sending quotes from your phone

When you send a quote on WhatsApp, put the job name, the money, VAT, how to say yes, and how long it lasts in the same message as the PDF.

Do not dump a file with “here you go.” They will not open it, or they will say yes to a number that was never in the chat.

You finished the measure in the van. The quote is on your phone. The message that goes with it is the bit most people rush — and the bit that stops “I thought that included the doors.”

What every send needs

In the messageWhy
Job name and address-ishSo the PDF is not a mystery attachment
Total, VAT clearThe number they will repeat to their partner
How to accept“Reply YES” beats “let me know”
ValidityMaterials move. So should the date

Copy these

Standard send.

Quote attached for the hall, stairs and landing at 14 High St. £2,400 + VAT (£2,880). Includes prep, fill, two coats, woodwork gloss — as listed. Reply YES to accept. Valid 30 days. Earliest start w/c 12 May.

With a deposit.

Quote attached for the bathroom refit. £6,800 + VAT. To book the week of 2 June and order the suite, £2,040 (30%) is due on acceptance — transfer details on the PDF, ref QUOTE-142. Reply YES and I’ll send the account. Valid 14 days.

Estimate, not a quote — say so.

Estimate attached (not a fixed price) for opening up the floor and like-for-like board — £1,200–£1,800 + VAT depending on joists. I’ll firm it when I’ve seen it. Photos still help. Valid 14 days.

After they accept.

Thanks — quote accepted. I’ll order / see you w/c 12th. I’ll text the morning of with a time. Any extras on the day get a new figure before I do them.

What people miss

File, no caption. They open it on a bus, miss VAT, and “yes” a different job. Put the total in the chat.

“Let me know.” Tell them the word that accepts. Yes is a word.

Chasing in the same hour. You just sent it. Give them an evening. Follow-up is a different message, days later.

Changing the number in a later bubble. Send a new PDF. The chat should not hold three totals.

Related guides

FAQ

PDF or photos of a notebook?
PDF. A photo of handwriting is how lines disappear and totals get argued. The chat caption still needs the figure.
Should I also email it?
If they asked. WhatsApp is where the job lives for most domestic work. Do not split the conversation across three apps without a reason.
What if WhatsApp compresses the file?
Send as a document, not a photo of the screen. If it looks muddy, send again as a file.
Can I use the same template every time?
Yes. Change the job, the money, the date. That is the point of a template.

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WhatsApp

Just finished this full consumer unit upgrade down in Tunbridge Wells. Put together a post for Facebook.

Local post ready

Wrapped up a full consumer unit upgrade down in Tunbridge Wells today. Swapped out an old legacy fuse board for a neat, fully surge-protected split supply to keep everything safe and up to current spec.

If your board is looking a bit dated or you’re planning electrical work soon, drop us a line for a quick quote.

#TunbridgeWells #LocalElectrician #TradesUK

Post it on the Tunbridge Wells pages.

The post is now live: facebook.com/share/p/tunbridge-wells

I can also add this to your Google Business Page — and we should reach out to some customers about reviews.